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The customer record: orders, carts, addresses and more

Opening a customer shows far more than the account form. The tabs on the left collect everything GrandNode knows about that person: orders, reviews, saved addresses, what is in the cart right now, individual prices, internal notes, messages and loyalty points. From the same page you can e-mail the customer or place an order in their name. The Customer Info tab is covered in Finding and editing customers; this article walks through the rest.

Where to find it

Go to Customers → Customers and click the customer's e-mail. The tabs appear once the customer has been saved - on Add new you only see Customer Info. When you use Save and Continue Edit, GrandNode reopens the tab you were on.

The tabs

TabWhat it shows and what you can do
OrdersAll orders of the customer with total, order, payment and shipping status. Expand a row to see the items; click the order number to open the order.
ReviewsProduct reviews written by the customer. Open or delete a review from here.
AddressesThe customer's address book. Add new address, Edit or Delete - the same addresses the customer picks from at checkout.
Current cart and wishlistWhat is in the cart and the wishlist right now. In the cart you can change the unit price of an item or delete it and click Save changes - handy when you agree a price by phone before the customer checks out.
Personalized productsTwo lists. Personalized products are shown to this customer in a block on the home page (enable 'Personalized products' enabled in catalog settings). Individual Product Prices give this customer their own price for a product (requires Customers have independent product price in catalog settings).
Customer notesNotes with a title, text and an optional attached file. Tick Display to customer to show a note on the storefront under My account → Notes; otherwise it stays internal.
ActivityMessages the customer sent through the contact form, and the e-mails queued for the customer's address (subject, created, sent) - useful when someone says they never got the order confirmation.
Out of stock subscriptionsProducts for which the customer asked to be notified when they are back in stock.
Loyalty pointsPoints history per store with the balance; add or subtract points by hand. Visible when loyalty points are enabled.
DocumentsDocuments (offers, contracts, invoices) linked to the customer. Visible to users with the permission to manage documents.
Orders tab of a customer with four pending orders
The Orders tab lists every order the customer placed.
Addresses tab of a customer with one address and Add new address, Edit and Delete buttons
The Addresses tab is the address book the customer picks from at checkout.

How to give a customer loyalty points

  1. Open the customer and go to the Loyalty points tab.
  2. Under Add points enter the Value. A negative number takes points away.
  3. Write a Message - the customer sees it in their points history, so make it clear ("Apology for the late delivery").
  4. Choose the Store the points are for. Points are kept per store.
  5. Click Add loyalty points. The row appears in the history with the new balance.
Loyalty points tab with one history row of 100 points and the Add points form
Adding 100 points by hand. The balance column shows the running total.

How to e-mail a customer

  1. Click Send email at the top of the customer page.
  2. Fill in The subject and The email body.
  3. Leave Send immediately on, or switch it off and pick the Planned date of sending.
  4. Click Send email. The message goes to the e-mail queue and is sent by the default e-mail account; you can follow it in the Activity tab.
Send email dialog with subject, body and the Send immediately switch
The Send email dialog. Messages are queued, not sent synchronously.

The ⋮ menu next to Save also offers Send welcome message and Re-send activation message when they apply - the welcome message for accounts that are registered and active, the activation message for accounts still waiting for e-mail validation.

How to place an order for a customer (impersonation)

Place order lets you use the storefront as that customer - with their cart, addresses, prices and discounts - to take a phone order or to see exactly what the customer sees.

  1. Open the customer and click Place order.
  2. GrandNode opens the storefront. The header shows that you are impersonating the customer, with a finish impersonated session link.
  3. Add products to the cart and go through checkout as usual. The order is created for the customer, and the order confirmation goes to the customer's e-mail.
  4. Click finish impersonated session to return to your own account.

Impersonation needs the Allow Customer Impersonation permission (administrators have it by default), and only an administrator can impersonate another administrator.

Tips and common mistakes

  • Individual prices or personalized products have no effect: check the two catalog settings named above - both features are off by default for performance.
  • Store managers see a shorter set of tabs: Customer notes, Activity and Documents are only in the main admin panel.
  • Guest customers have tabs too. A guest's Current cart and wishlist tab is the quickest way to see an abandoned cart.

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